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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,941 | $42,383-90.7% | $76,518-94.9% | $64,173-93.9% |
| Participation rate | 22.4% | 58.1%-35.7pp | 68.0%-45.6pp | 69.6%-47.2pp |
| Annual return | -101.07% | -16.54%-84.5pp | -0.27%-100.8pp | 7.63%-108.7pp |
| Employer contribution / active EE | $308 | $1,563-80.3% | $2,647-88.3% | $2,381-87.0% |
| Participant deferral / active EE | $848 | $2,566-67.0% | $3,836-77.9% | $3,470-75.6% |
| Admin fee / account holder | $147 | $3,198-95.4% | $4,849-97.0% | $4,887-97.0% |